HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.56M
3
+$6.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.51M

Top Sells

1
+$15.2M
2
+$8.01M
3
+$6.98M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.58M
5
UGI icon
UGI
UGI
+$3.3M

Sector Composition

1 Technology 16.71%
2 Financials 14.1%
3 Healthcare 11.91%
4 Consumer Discretionary 7.81%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$565K 0.03%
3,252
+475
177
$563K 0.03%
10,746
+753
178
$540K 0.03%
+24,068
179
$533K 0.03%
2,400
+100
180
$526K 0.03%
6,960
181
$516K 0.03%
4,220
182
$515K 0.03%
2,967
183
$506K 0.03%
3,386
-90
184
$501K 0.03%
2,706
-650
185
$500K 0.03%
1,621
-14
186
$497K 0.03%
1,406
187
$494K 0.03%
1,018
-4
188
$487K 0.03%
2,836
189
$479K 0.03%
18,600
+1,500
190
$477K 0.03%
1,400
191
$463K 0.03%
8,221
-1,061
192
$452K 0.03%
6,093
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193
$448K 0.03%
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-100
194
$445K 0.03%
17,680
+420
195
$435K 0.03%
16,500
+500
196
$435K 0.02%
5,010
197
$432K 0.02%
2,208
-308
198
$431K 0.02%
2,984
199
$423K 0.02%
2,426
-17
200
$417K 0.02%
4,158
6 7
8
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